CashFlowDiary × Assembly

Client Portal Gallery

35 templates showing what your Assembly customer portal can look like — from storefront to onboarding to ongoing client experience.

⚡ Built on Assembly · White-Labeled at portal.cashflowdiary.com

🏪 Storefront & Sales

Pre-login pages clients see before purchasing — productized service packages, pricing, and checkout

Service Storefront

Storefront & Sales

Service Storefront

E-commerce style service catalog with productized packages ($97-$5,997...

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SOAR Consulting Package

Storefront & Sales

SOAR Consulting Package

Individual product page for the $1,497-$5,997 SOAR consulting package....

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STR Startup Kit Product Page

Storefront & Sales

STR Startup Kit Product Page

Product page for the $97-$297 productized kits. Download preview, feat...

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Discovery Call Booking

Storefront & Sales

Discovery Call Booking

Embedded Calendly/Cal.com scheduler within the portal. Pre-qualificati...

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Lead Capture Form

Storefront & Sales

Lead Capture Form

Custom intake form collecting prospect details: name, portfolio size, ...

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🚀 Client Onboarding

First experience after purchase — welcome, contracts, kickoff scheduling, and initial setup

Welcome Dashboard

Client Onboarding

Welcome Dashboard

First thing clients see after purchase. Welcome video, quick-start che...

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Contract & eSignature

Client Onboarding

Contract & eSignature

Assembly's built-in contract feature. Service agreement with auto-fill...

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Client Intake Form

Client Onboarding

Client Intake Form

Detailed onboarding form: property details, current tech stack, goals,...

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Kickoff Call Scheduler

Client Onboarding

Kickoff Call Scheduler

Embedded Calendly for booking the first strategy session. Shows what t...

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Document Upload Portal

Client Onboarding

Document Upload Portal

Secure file sharing area for clients to upload: P&L statements, proper...

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💼 Active Client Portal

The ongoing client experience — messaging, tasks, deliverables, and project tracking

Client Home Dashboard

Active Client Portal

Client Home Dashboard

Assembly's home view showing: pending actions, recent messages, upcomi...

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Messaging Center

Active Client Portal

Messaging Center

Real-time chat between client and J.'s team. Thread-based, file attach...

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Task Board

Active Client Portal

Shared task list between client and team. Status columns (To Do, In Pr...

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Deliverables Library

Active Client Portal

Deliverables Library

File sharing area organized by deliverable type: action plans, market ...

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90-Day Action Plan View

Active Client Portal

90-Day Action Plan View

Embedded Notion page showing the client's SOAR action plan with milest...

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Embedded Analytics Dashboard

Active Client Portal

Embedded Analytics Dashboard

Embedded PriceLabs/AirDNA/Nowistay dashboard showing client's portfoli...

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Embedded Notion Workspace

Active Client Portal

Embedded Notion Workspace

Full Notion workspace embedded in the portal. Client accesses their No...

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💳 Billing & Payments

Invoicing, subscriptions, and payment management within the portal

Invoice View

Billing & Payments

Professional invoice with itemized services, due date, payment methods...

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Subscription Manager

Billing & Payments

Subscription Manager

Recurring billing dashboard showing active subscription, next payment ...

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Payment History

Billing & Payments

Payment History

Complete payment ledger showing all past transactions, receipts, and d...

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One-Click Payment Link

Billing & Payments

One-Click Payment Link

Standalone payment page shareable via email. Service description, amou...

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🔌 Embedded Tools

Third-party tools embedded directly in the client portal — one login, everything accessible

Embedded Calendly

Embedded Calendly

Full Calendly scheduling widget embedded in portal sidebar. Clients bo...

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Embedded Video Library

Embedded Video Library

Loom/YouTube video library organized by topic. Training videos, walkth...

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Embedded Airtable Base

Embedded Airtable Base

Airtable base embedded showing client's project data, property invento...

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Embedded Google Drive

Embedded Google Drive

Shared Google Drive folder embedded in portal. Clients access document...

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Embedded ClickUp Board

Embedded ClickUp Board

ClickUp project board embedded for clients who need task management vi...

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Custom iFrame Embed

Custom iFrame Embed

Any web app embedded via iFrame. Dashboard tools, custom calculators, ...

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⚡ Automation & Workflows

Automated client journeys — triggered by contract signing, form submission, payment, and task completion

Auto-Onboarding Workflow

Automation & Workflows

Auto-Onboarding Workflow

Visual workflow showing: Purchase → Welcome email → Contract sent → Si...

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Payment Trigger Automations

Automation & Workflows

Payment Trigger Automations

When invoice paid → unlock deliverables, send thank you, create next p...

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Form-to-Task Automation

Automation & Workflows

Form-to-Task Automation

When client submits form → create task → assign to team member → notif...

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Milestone Notifications

Automation & Workflows

Milestone Notifications

When task marked complete → notify client → send celebration message →...

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🎨 White-Label & Branding

Customization options — your brand, your domain, your client experience

CFD Branded Portal

White-Label & Branding

CFD Branded Portal

Full CashFlowDiary branded portal: logo, gold/navy colors, custom doma...

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Per-Client Branded Portal

White-Label & Branding

Per-Client Branded Portal

Assembly's per-client branding: each client sees their own company log...

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Custom Domain Setup

White-Label & Branding

Custom Domain Setup

How portal.cashflowdiary.com works: DNS configuration, SSL, white-labe...

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Mobile Portal Experience

White-Label & Branding

Mobile Portal Experience

How the portal looks on iPhone/Android. Responsive design, touch-optim...

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